Boxer Capital Management, LLC
San Diego CA · SEC CIK 0002018299
$13.28亿2026Q2 申报市值
63持仓数
65.1%前十大占比 · 第一大 25.6%
12 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ABVX 加仓+$5,397.03万
QTTB 新建仓+$4,012.22万
QURE 加仓+$3,875.03万
REPL 加仓+$3,108.46万
CELC 加仓+$2,003.79万
2026Q2 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$1,977.00万
SOLENO THERAPEUT 清仓-$669.60万
ALLO 减仓-$254.80万
KALVISTA PHARMAC 清仓-$41.07万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | $3.40亿 | 25.61% | 10,876,219 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $9,364.00万 | 7.05% | 500,000 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $8,062.23万 | 6.07% | 605,000 | 405,000 | 202.5% | $5,397.03万 | 加仓 |
| QURE | UNIQURE NV | $6,924.20万 | 5.21% | 1,503,300 | 841,300 | 127.1% | $3,875.03万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $5,756.73万 | 4.34% | 1,477,600 | 116,600 | 8.6% | $454.27万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $4,920.49万 | 3.71% | 429,100 | 100,000 | 30.4% | $1,146.70万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $4,696.94万 | 3.54% | 998,500 | 400,000 | 66.8% | $1,881.60万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $4,409.18万 | 3.32% | 3,983,000 | 2,808,000 | 239.0% | $3,108.46万 | 加仓 |
| CELC | CELCUITY INC | $4,357.74万 | 3.28% | 416,530 | 191,530 | 85.1% | $2,003.79万 | 加仓 |
| QTTB | Q32 BIO INC | $4,012.22万 | 3.02% | 3,149,310 | 3,149,310 | — | $4,012.22万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $3,359.54万 | 2.53% | 1,395,156 | 805,156 | 136.5% | $1,938.82万 | 加仓 |
| PGEN | PRECIGEN INC | $2,935.50万 | 2.21% | 5,150,000 | 1,650,000 | 47.1% | $940.50万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $2,917.17万 | 2.20% | 335,500 | 85,500 | 34.2% | $743.42万 | 加仓 |
| SRZN | Surrozen Inc. | $2,696.36万 | 2.03% | 1,105,683 | 339,365 | 44.3% | $827.59万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,083.86万 | 1.57% | 170,000 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $1,901.45万 | 1.43% | 1,866,000 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1,889.22万 | 1.42% | 325,000 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $1,840.00万 | 1.39% | 500,000 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,643.40万 | 1.24% | 1,100,000 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $1,631.40万 | 1.23% | 200,000 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,555.33万 | 1.17% | 46,457 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,436.80万 | 1.08% | 800,000 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $1,276.60万 | 0.96% | 1,300,000 | 950,000 | 271.4% | $932.90万 | 加仓 |
| IRD | OPUS GENETICS INC | $1,156.96万 | 0.87% | 2,815,000 | 565,000 | 25.1% | $232.22万 | 加仓 |
| PALI | PALISADE BIO INC | $1,003.17万 | 0.76% | 4,799,875 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $929.11万 | 0.70% | 70,000 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $887.80万 | 0.67% | 100,000 | 100,000 | — | $887.80万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $870.75万 | 0.66% | 225,000 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $851.90万 | 0.64% | 100,000 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $841.95万 | 0.63% | 450,000 | 450,000 | — | $841.95万 | 新建仓 |
| — | CRESCENT BIOPHARMA INC. | $816.63万 | 0.62% | 453,686 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC | $809.67万 | 0.61% | 494,000 | 0 | 0.0% | — | 不变 |
| — | KAZIA THERAPEUTICS LTD | $788.48万 | 0.59% | 560,000 | 560,000 | — | $788.48万 | 新建仓 |
| STTK | SHATTUCK LABS INC | $694.00万 | 0.52% | 1,000,000 | 1,000,000 | — | $694.00万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $693.00万 | 0.52% | 375,000 | 75,000 | 25.0% | $138.60万 | 加仓 |
| — | FORTE BIOSCIENCES INC | $583.31万 | 0.44% | 274,500 | 274,500 | — | $583.31万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $582.74万 | 0.44% | 842,106 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $535.42万 | 0.40% | 275,000 | 0 | 0.0% | — | 不变 |
| ZURA | ZURA BIO LTD | $531.00万 | 0.40% | 900,000 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $522.19万 | 0.39% | 790,000 | 150,000 | 23.4% | $99.15万 | 加仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $514.52万 | 0.39% | 275,000 | 275,000 | — | $514.52万 | 新建仓 |
| IMTX | IMMATICS N.V | $481.18万 | 0.36% | 475,000 | 475,000 | — | $481.18万 | 新建仓 |
| FTH | FAETH THERAPEUTICS inc | $451.26万 | 0.34% | 180,505 | 180,505 | — | $451.26万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $402.52万 | 0.30% | 75,000 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $379.05万 | 0.29% | 350,000 | 173,500 | 98.3% | $187.90万 | 加仓 |
| — | AN2 THERAPEUTICS INC | $362.53万 | 0.27% | 749,035 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $340.00万 | 0.26% | 2,000,000 | 2,000,000 | — | $340.00万 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC | $312.95万 | 0.24% | 2,844,994 | 474,872 | 20.0% | $52.24万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $312.00万 | 0.23% | 1,500,000 | -1,225,000 | -45.0% | -$254.80万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $299.70万 | 0.23% | 300,000 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $295.58万 | 0.22% | 302,536 | 0 | 0.0% | — | 不变 |
| — | CLENE INC | $293.91万 | 0.22% | 477,515 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $269.55万 | 0.20% | 150,000 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $268.80万 | 0.20% | 75,000 | 75,000 | — | $268.80万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $242.60万 | 0.18% | 100,000 | 0 | 0.0% | — | 不变 |
| LBRX | LB PHARMACEUTICALS INC | $227.19万 | 0.17% | 70,000 | 0 | 0.0% | — | 不变 |
| — | EDESA BIOTECH INC | $166.66万 | 0.13% | 205,000 | 205,000 | — | $166.66万 | 新建仓 |
| IVVD | INVIVYD INC | $130.86万 | 0.10% | 1,500,000 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $103.80万 | 0.08% | 150,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $89.33万 | 0.07% | 666,666 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $49.12万 | 0.04% | 272,892 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $17.97万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $1,067 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -375,000 | -100.0% | -$1,977.00万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$669.60万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,400 | -100.0% | -$41.07万 | 清仓 |